- A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. How you will fulfill your potential:
- Leverage your operational background and experience to contribute to a growing business
- Work closely with Private Wealth Advisors to support their PWM clients
- Identify opportunities for and coordinate wealth advisory services within client base
- Manage advisory business implementation and re-balancing
- Manage cash balances and private banking services in accounts
- Serve as a key liaison to other areas supporting the PWM Business
- Plan and manage new account on boarding process
- Provide overview of client reporting and web capabilities to potential new clients
- Execute, process and reconcile trading and other investment related transactions
- Teams: Credit Risk, Enterprise Risk, Liquidity Risk, Market Risk, Model Risk, Operational Risk, Risk Engineering, Corporate Risk, Credit Review Group
- Bachelor's degree required
- 0-3 years of prior work experience in a relevant field
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple projects with competing deadlines
- Team player with positive attitude and strong work ethic
- Strong communication skills (written and verbal)
- Ability to work in a fast-paced environment
- Ability to adapt quickly to a variety of industries and businesses
- Ability to self-direct, analyze and evaluate and form independent judgments
- Ability to effectively interact and build relationships with senior management and global stakeholders
- Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
- Integrity, ethical standards and sound judgment
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Financial Accounting/Financial Planning - New York, United States - The Goldman Sachs Group, Inc
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Description
Job DescriptionMORE ABOUT THIS SKILLSET
Collaborating with groups across the firm to develop and manage the firm's forward looking strategic and financial plans, including profit, loss, and financial resources.
Our team collaborates with each of the firm's businesses, Controllers, Corporate Treasury, and Risk, among other groups at the firm, to gain the expertise required to provide critical analysis to project and forecast financial results. We use our expertise to execute strategic initiatives to provide internal clients, such as firm and divisional leadership, access to financial information more efficiently and effectively.
If you apply to this skillset, you will be considered for multiple roles across the firm that require this skillset. Please note division and function examples below are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business.
DIVISIONS AND JOB FUNCTIONS
Controllers play a key role in measuring and accurately reporting the profitability of the firm's complex products, services and businesses globally. Professionals work with each of the firm's businesses, gaining the expertise required to provide the critical analysis to ensure the internal and external financial information of the firm is accurate and that the firm meets the financial control and reporting obligations of a global, regulated and public financial institution. Teams are responsible for profit and loss (P&L) reporting and analysis, independent valuation, capital analysis and financial reporting. Professionals in this function have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds.
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.
The expected base salary for this New York, New York, United States-based position is $ $115,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity